Kinder Dean is a Series 65-licensed financial advisor with 14 years of industry experience. He is the sole advisor at Kinder Financial Services, an independent firm based in Nashville, Indiana. Dean has worked at Valeo since 2013. In addition to his advisory role, he operates a separate real estate business. Kinder Financial Services specializes in financial planning and discretionary portfolio management for individual clients, as well as businesses, charities, and small pension plans. The firm emphasizes technical security analysis and trend management, focusing on ETFs and large-cap dividend stocks, with accounts tailored to client objectives and risk tolerance.

Ronald Deinlein Jr. is a financial advisor with Raymond James & Associates in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains public-finance and municipal capabilities alongside its retail advisory services.

Christopher Meador is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2019, following roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Max Varness is a financial advisor at Laughlin Financial LLC in Bloomington, IN, holding a Series 65 designation with less than one year of industry experience. Prior to joining Laughlin Financial, he was a full-time student and has worked in various roles outside finance, including power washing and lawn care. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in managing portfolios and is notable for its affiliation with an accounting practice that offers tax-related planning and fiduciary retirement plan services.

John Laughlin is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has been with Laughlin Financial LLC since 2012, where he is one of two advisors. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients, including high-net-worth households, and to retirement plan sponsors and participants. The firm offers tailored portfolio management, fiduciary retirement plan consulting, and client-directed digital-asset execution, supported by an affiliated accounting practice with licensed CPAs on staff.

Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.

Alexandros Kapsalis is an advisor at Hurlow Wealth Management Group, Inc. with credentials including Series 63 and Series 65. He joined the firm in 2025 and previously worked at Salesforce and 40|86 Advisors. Outside of finance, he is a fitness trainer at F45 Training Indianapolis Downtown. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, providing asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach with fundamental and technical investment analysis and offers services including portfolio management, legacy asset management, and third-party money manager oversight.

Gordon Nesbit is a CFP® with eight years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2017. Prior to his advisory role, he worked at Aldi, Inc. for sixteen years and studied at the University of California - Irvine. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach, combining fundamental and technical analysis to recommend diversified portfolios, and offers services including comprehensive portfolio management and held-away account management through the Pontera platform.

Theresa Kest is a CFP® with seven years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2021. She previously worked at Jackson, Grant Investment Advisers, Inc. and has a background that includes a role in Stamford Public Schools. Outside of her advisory work, she is a board member of the Bloomington Economic Development Corporation and a member of Learning Fun Press, LLC, a publisher of games, cards, and books. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach, using a combination of fundamental and technical analysis to recommend diversified portfolios tailored to client goals and risk tolerance.

John Hurlow is a financial advisor with Hurlow Wealth Management Group, Inc. in Bloomington, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and has been with Hurlow Wealth Management Group since 2016. Outside of advising, Hurlow serves on the board of the Bloomington Economic Development Corporation and provides mediation services through the Community Justice & Mediation Center. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach, combining fundamental and technical analysis to develop portfolios that may include equities, fixed income, ETFs, and private securities.

Michael Carson is a CFP® with 16 years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2016. Prior to joining Hurlow, he worked at Wells Fargo Advisors Financial Network. Outside of his advisory role, he is active in the community as a board member and chairman of the investment committee for Junior Achievement of Central Indiana and serves as treasurer for the 3rd and Smith East Association. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach, combining fundamental and technical analysis to tailor portfolios that may include equities, fixed income, ETFs, and private securities.

Braden Yu is a financial advisor at Hurlow Wealth Management Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Hurlow Wealth Management, he worked at Indiana University and the Metropolitan School District of Lawrence Township. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients by offering asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach to recommend portfolios based on clients’ financial goals, risk tolerance, and time horizon, employing fundamental and technical analysis with ongoing monitoring and due diligence.

Dawnetta Cooper is a financial advisor at Hurlow Wealth Management Group, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Shapiro & Lozano. Outside of her advisory role, she performs occasional food delivery work with DoorDash. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach with comprehensive portfolio management that incorporates fundamental and technical analysis, and it provides a variety of investment options including equities, fixed income, ETFs, and private securities.

Henry Rowe is a financial advisor at Hurlow Wealth Management Group, Inc. in Bloomington, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Hurlow Wealth Management Group, he held various roles including positions at Applebee's, Clifton Larson Allen, and Purdue University. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients by offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with investment selections based on fundamental and technical analysis, providing services such as Comprehensive Portfolio Management and held-away account management through the Pontera platform.

Derek Grimmer is a CFP® with six years of industry experience, currently serving as an advisor at Hurlow Wealth Management Group, Inc. in Bloomington, IN. He has been with Hurlow Wealth Management Group since 2016, with additional experience at Cardinal Health, Indiana University, and Baxter Healthcare Pharmaceuticals. Grimmer is the Treasurer of the Estate Planning Council of Indianapolis, a professional organization for estate planning specialists. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients by offering asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach with investment portfolios that incorporate fundamental and technical analysis, including individual equities, fixed income, ETFs, and private securities.

Roger Engel is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has been active in the industry since 2024. Prior to joining LaSalle St., he worked at IU Credit Union from 2018 to 2024 and taught at Trine University from 2014 to 2018. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across asset classes and is notable for its predominance of non-discretionary asset management and its use of fee-sharing and co-advisor arrangements.

Malinda Risen Sanders is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Bloomington, Indiana, holding Series 63 and Series 66 licenses with 13 years of industry experience. She has worked at IU Credit Union Investment Services since 2012. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers a range of investment strategies, including both passive and active approaches, and manages accounts under non-discretionary and discretionary authority.

James Spore is a CFP® with 32 years of industry experience currently serving at LaSalle St. Investment Advisors, L.L.C. in Bloomington, IN. He has been with La Salle St. Securities, LLC since 1996. Outside of his advisory role, he is involved in fixed insurance through IU Credit Union Investment Services, Inc. LaSalle St. Investment Advisors provides fee-based financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, managing predominantly non-discretionary assets.

Erin Lane is a financial advisor with Principal Financial Services in Nashville, IN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Her prior work includes roles at T. Rowe Price from 2013 to 2025 and several positions within Principal and Lincoln Investment during 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Julie Bradshaw is a financial advisor with Fifth Third Securities, Inc. in Nashville, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Fifth Third Securities since 2023 and also has experience at Fifth Third Bank dating back to 2020. Prior to that, she worked at Angie's List and Restoration Hardware Outlet. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and tax-overlay.